MIROVA
PARIS I0 · SEC CIK 0001767843
$27.08亿2026Q2 申报市值
185持仓数
31.0%前十大占比 · 第一大 6.7%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PWR 加仓+$2,835.88万
MSFT 加仓+$2,771.73万
AVGO 加仓+$1,969.66万
MU 新建仓+$1,646.83万
CDNS 加仓+$1,481.76万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$3,878.58万
PANW 减仓-$3,413.78万
AMD 减仓-$3,379.44万
NOW 减仓-$3,238.32万
FSLR 减仓-$2,911.49万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -195,560 | -100.0% | -$1,694.53万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -35,170 | -100.0% | -$1,204.15万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -14,074 | -100.0% | -$293.12万 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -62,101 | -100.0% | -$268.21万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -9,154 | -100.0% | -$223.45万 | 清仓 |
| TREX | TREX INC | $0 | 0.00% | 0 | -32,797 | -100.0% | -$119.45万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -1,475 | -100.0% | -$5.40万 | 清仓 |
| LKQ | LKQ CORP | $4.72万 | 0.00% | 1,794 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $5.00万 | 0.00% | 1,190 | 1,190 | — | $5.00万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $25.81万 | 0.01% | 9,994 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $26.13万 | 0.01% | 80,139 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $26.94万 | 0.01% | 2,319 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $29.61万 | 0.01% | 13,112 | -710,730 | -98.2% | -$1,604.83万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $32.38万 | 0.01% | 9,322 | 822 | 9.7% | $2.85万 | 加仓 |
| CRWV | COREWEAVE INC | $33.35万 | 0.01% | 3,350 | 3,350 | — | $33.35万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $35.22万 | 0.01% | 47,530 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $37.02万 | 0.01% | 2,363 | -352 | -13.0% | -$5.51万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $38.99万 | 0.01% | 1,618 | 1,618 | — | $38.99万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $40.46万 | 0.01% | 2,798 | 155 | 5.9% | $2.24万 | 加仓 |
| CSGP | COSTAR GROUP INC | $40.84万 | 0.02% | 14,420 | -64,130 | -81.6% | -$181.62万 | 减仓 |
| IQV | IQVIA HLDGS INC | $47.32万 | 0.02% | 2,449 | -19,532 | -88.9% | -$377.40万 | 减仓 |
| VITL | VITAL FARMS INC | $48.96万 | 0.02% | 42,096 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $51.79万 | 0.02% | 1,246 | -6,822 | -84.6% | -$283.54万 | 减仓 |
| NET | CLOUDFLARE INC | $52.49万 | 0.02% | 2,140 | 2,140 | — | $52.49万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $53.95万 | 0.02% | 1,175 | -5,217 | -81.6% | -$239.53万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $54.90万 | 0.02% | 51,936 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $59.38万 | 0.02% | 4,052 | -17,337 | -81.1% | -$254.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $59.74万 | 0.02% | 6,806 | -101 | -1.5% | -$8,865 | 减仓 |
| DIS | DISNEY WALT CO | $60.02万 | 0.02% | 6,236 | -27,736 | -81.6% | -$266.96万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $61.38万 | 0.02% | 2,039 | -11,639 | -85.1% | -$350.37万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $63.09万 | 0.02% | 12,093 | -49,893 | -80.5% | -$260.29万 | 减仓 |
| AGCO | AGCO CORP | $64.84万 | 0.02% | 5,417 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $66.17万 | 0.02% | 9,557 | -42,506 | -81.6% | -$294.31万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $69.27万 | 0.03% | 2,474 | -13,512 | -84.5% | -$378.34万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $69.30万 | 0.03% | 9,304 | -12,347 | -57.0% | -$91.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $79.16万 | 0.03% | 3,117 | 3,117 | — | $79.16万 | 新建仓 |
| UNIT | UNITI GROUP LLC | $82.59万 | 0.03% | 72,004 | -442,671 | -86.0% | -$507.74万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.44万 | 0.03% | 1,831 | 189 | 11.5% | $9.03万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $93.28万 | 0.03% | 2,383 | -145 | -5.7% | -$5.68万 | 减仓 |
| TMUS | T-MOBILE US INC | $100.13万 | 0.04% | 5,970 | -20,130 | -77.1% | -$337.64万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $113.66万 | 0.04% | 9,237 | -16,278 | -63.8% | -$200.30万 | 减仓 |
| HQY | HEALTHEQUITY INC | $116.29万 | 0.04% | 12,875 | -67,733 | -84.0% | -$611.76万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $119.59万 | 0.04% | 28,021 | -67,912 | -70.8% | -$289.85万 | 减仓 |
| ZD | ZIFF DAVIS INC | $121.45万 | 0.04% | 23,191 | -16,946 | -42.2% | -$88.75万 | 减仓 |
| GM | GENERAL MTRS CO | $123.84万 | 0.05% | 16,066 | 325 | 2.1% | $2.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $126.59万 | 0.05% | 10,020 | -25,801 | -72.0% | -$325.97万 | 减仓 |
| NTRA | NATERA INC | $126.85万 | 0.05% | 4,673 | -24,744 | -84.1% | -$671.68万 | 减仓 |
| INTC | INTEL CORP | $133.68万 | 0.05% | 9,574 | 9,574 | — | $133.68万 | 新建仓 |
| ZTS | ZOETIS INC | $139.76万 | 0.05% | 19,449 | -57,519 | -74.7% | -$413.33万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $145.16万 | 0.05% | 32,179 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $151.22万 | 0.06% | 17,879 | -21,651 | -54.8% | -$183.12万 | 减仓 |
| GDDY | GODADDY INC | $160.65万 | 0.06% | 18,927 | -1,941 | -9.3% | -$16.48万 | 减仓 |
| EXPO | EXPONENT INC | $164.90万 | 0.06% | 28,064 | 904 | 3.3% | $5.31万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $174.45万 | 0.06% | 1,262 | -546 | -30.2% | -$75.48万 | 减仓 |
| UNP | UNION PAC CORP | $209.63万 | 0.08% | 7,707 | -658 | -7.9% | -$17.90万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $224.81万 | 0.08% | 19,689 | -195 | -1.0% | -$2.23万 | 减仓 |
| TTAN | SERVICETITAN INC | $280.36万 | 0.10% | 39,649 | -55 | -0.1% | -$3,889 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $297.19万 | 0.11% | 17,634 | -12,210 | -40.9% | -$205.78万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $299.47万 | 0.11% | 34,335 | -17,034 | -33.2% | -$148.57万 | 减仓 |
| SPGI | S&P GLOBAL INC | $337.94万 | 0.12% | 8,298 | -3,694 | -30.8% | -$150.44万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $346.12万 | 0.13% | 49,460 | 5,305 | 12.0% | $37.12万 | 加仓 |
| MP | MP MATERIALS CORP | $346.41万 | 0.13% | 61,848 | 3,157 | 5.4% | $17.68万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $351.24万 | 0.13% | 7,071 | -3,312 | -31.9% | -$164.52万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $360.77万 | 0.13% | 2,824 | -116 | -3.9% | -$14.82万 | 减仓 |
| ALC | ALCON AG | $361.55万 | 0.13% | 53,882 | -4,654 | -8.0% | -$31.23万 | 减仓 |
| CCK | CROWN HLDGS INC | $371.29万 | 0.14% | 33,204 | 15,227 | 84.7% | $170.27万 | 加仓 |
| MSCI | MSCI INC | $389.12万 | 0.14% | 6,948 | -2,126 | -23.4% | -$119.06万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $401.81万 | 0.15% | 46,372 | 46,372 | — | $401.81万 | 新建仓 |
| INTU | INTUIT | $416.35万 | 0.15% | 15,952 | 9,266 | 138.6% | $241.84万 | 加仓 |
| BALL | BALL CORP | $434.06万 | 0.16% | 69,561 | 69,561 | — | $434.06万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $441.08万 | 0.16% | 246,000 | -122,380 | -33.2% | -$219.43万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $483.90万 | 0.18% | 130,361 | 41,026 | 45.9% | $152.29万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $526.52万 | 0.19% | 20,000 | -9,547 | -32.3% | -$251.33万 | 减仓 |
| BMI | BADGER METER INC | $580.64万 | 0.21% | 39,132 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $592.06万 | 0.22% | 103,833 | -375,260 | -78.3% | -$2,139.73万 | 减仓 |
| AVY | AVERY DENNISON CORP | $593.11万 | 0.22% | 36,533 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $597.81万 | 0.22% | 446,791 | 21,375 | 5.0% | $28.60万 | 加仓 |
| OC | OWENS CORNING NEW | $609.61万 | 0.23% | 38,350 | 10,462 | 37.5% | $166.30万 | 加仓 |
| VRNS | VARONIS SYS INC | $629.40万 | 0.23% | 150,000 | 150,000 | — | $629.40万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $634.42万 | 0.23% | 35,338 | 23,886 | 208.6% | $428.83万 | 加仓 |
| LOW | LOWES COS INC | $661.56万 | 0.24% | 30,004 | -297 | -1.0% | -$6.55万 | 减仓 |
| STE | STERIS PLC | $684.33万 | 0.25% | 32,499 | -41,731 | -56.2% | -$878.73万 | 减仓 |
| IRM | IRON MTN INC DEL | $707.34万 | 0.26% | 56,000 | -27,040 | -32.6% | -$341.54万 | 减仓 |
| TRU | TRANSUNION | $743.04万 | 0.27% | 103,000 | -51,637 | -33.4% | -$372.51万 | 减仓 |
| SHOP | SHOPIFY INC | $750.64万 | 0.28% | 65,742 | 65,111 | 10,318.7% | $743.44万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $753.36万 | 0.28% | 516,000 | -365,512 | -41.5% | -$533.65万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $755.50万 | 0.28% | 137,614 | 137,614 | — | $755.50万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $769.72万 | 0.28% | 61,855 | -1,161 | -1.8% | -$14.45万 | 减仓 |
| LLY | ELI LILLY & CO | $775.67万 | 0.29% | 6,467 | -15,703 | -70.8% | -$1,883.46万 | 减仓 |
| HUBB | HUBBELL INC | $793.80万 | 0.29% | 15,172 | 5,285 | 53.5% | $276.51万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $810.81万 | 0.30% | 16,508 | 4,828 | 41.3% | $237.13万 | 加仓 |
| BBY | BEST BUY INC | $811.31万 | 0.30% | 106,920 | -1,057 | -1.0% | -$8.02万 | 减仓 |
| CYRX | CRYOPORT INC | $813.26万 | 0.30% | 518,000 | -640,277 | -55.3% | -$1,005.23万 | 减仓 |
| ROL | ROLLINS INC | $818.10万 | 0.30% | 196,000 | -28,568 | -12.7% | -$119.24万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $819.87万 | 0.30% | 28,000 | -25,187 | -47.4% | -$737.50万 | 减仓 |
| WY | WEYERHAEUSER CO | $822.12万 | 0.30% | 343,409 | 20,816 | 6.5% | $49.83万 | 加仓 |
| TOST | TOAST INC | $823.45万 | 0.30% | 295,993 | 209,116 | 240.7% | $581.76万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $830.61万 | 0.31% | 91,821 | 87,577 | 2,063.5% | $792.22万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $836.61万 | 0.31% | 165,567 | -1,710 | -1.0% | -$8.64万 | 减仓 |
| TPR | TAPESTRY INC | $849.38万 | 0.31% | 58,026 | 18,295 | 46.0% | $267.80万 | 加仓 |